First Trust Indxx Innovative Transaction & Process UCITS ETF (BLOK.L)
BLOK.L is a passive ETF by First Trust tracking the investment results of the MSCI World/Information Tech NR USD. BLOK.L launched on Apr 9, 2018 and has a 0.65% expense ratio.
ETF Info
| ISIN | IE00BF5DXP42 |
|---|---|
| Issuer | First Trust |
| Inception Date | Apr 9, 2018 |
| Category | Technology Equities |
| Index Tracked | MSCI World/Information Tech NR USD |
| Asset Class | Equity |
Expense Ratio
BLOK.L has a high expense ratio of 0.65%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: BLOK.L vs. GBTC
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in First Trust Indxx Innovative Transaction & Process UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
First Trust Indxx Innovative Transaction & Process UCITS ETF had a return of 4.92% year-to-date (YTD) and 16.72% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.92% | 5.21% |
| 1 month | -1.57% | -4.30% |
| 6 months | 14.36% | 18.42% |
| 1 year | 16.72% | 21.82% |
| 5 years (annualized) | 9.73% | 11.27% |
| 10 years (annualized) | N/A | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.60% | 2.55% | 3.33% | -1.27% | ||||||||
| 2023 | -3.97% | 5.56% | 4.33% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BLOK.L is 79, placing it in the top 21% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
First Trust Indxx Innovative Transaction & Process UCITS ETF(BLOK.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for First Trust Indxx Innovative Transaction & Process UCITS ETF (BLOK.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the First Trust Indxx Innovative Transaction & Process UCITS ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the First Trust Indxx Innovative Transaction & Process UCITS ETF was 26.23%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.
The current First Trust Indxx Innovative Transaction & Process UCITS ETF drawdown is 1.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.23% | Feb 20, 2020 | 23 | Mar 23, 2020 | 159 | Nov 9, 2020 | 182 |
| -17.03% | Sep 24, 2018 | 66 | Dec 24, 2018 | 79 | Apr 17, 2019 | 145 |
| -16.43% | Nov 12, 2021 | 229 | Oct 13, 2022 | 296 | Dec 14, 2023 | 525 |
| -7.88% | Jul 30, 2019 | 47 | Oct 3, 2019 | 69 | Jan 13, 2020 | 116 |
| -6.51% | Apr 25, 2019 | 12 | May 13, 2019 | 32 | Jun 27, 2019 | 44 |
Volatility
Volatility Chart
The current First Trust Indxx Innovative Transaction & Process UCITS ETF volatility is 2.65%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.